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Can a Split Annuity Strategy Help You Achieve a Balance in Retirement?
April 23, 2024
A split annuity can provide peace of mind by offering a fixed income stream during retirement while preserving your wealth for your loved ones after you’re gone.
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IRS Issues Guidance on Tax Treatment of Energy Efficiency Rebates
April 19, 2024
The IRS has offered guidance regarding the tax treatment of energy efficiency rebates introduced by the Inflation Reduction Act.
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Look it Up: A Glossary of Key Estate Planning Terms
April 18, 2024
There may be several estate planning terms that are foreign to you. Here’s a glossary of terms for reference.
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Keep These 3 Issues in Mind After You File Your Return
April 16, 2024
Once your 2023 tax return has been filed, you can breathe a sigh of relief. But there still may be some tax issues to consider. Here are three of them.
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2024 Q2 Tax Calendar: Key Deadlines for Businesses and Employers
April 11, 2024
Spring is here, along with a bunch of tax-related deadlines. Here are some upcoming dates for the second quarter of 2024 that businesses and employers should keep in mind.
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The Tax Deadline is Almost Here: File for an Extension if You’re Not Ready
April 9, 2024
The April 15 tax deadline is approaching, but what if you’re not ready to file? There are some simple steps you can take to avoid steep penalties.
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Coordinating Sec. 179 Tax Deductions with Bonus Depreciation
April 4, 2024
There’s more than one way for businesses to claim depreciation tax deductions. By combining them, you can get optimal tax-saving results.
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Update on Retirement Account Required Minimum Distributions
April 2, 2024
The SECURE 2.0 law includes good news about required minimum distributions from tax-favored retirement accounts. But an earlier law contained some bad news for certain beneficiaries of inherited retirement accounts. Here are the rules.
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Don’t Skip Out on Planning for the GST Tax
March 28, 2024
Are you looking for a quick refresher on the generation-skipping transfer tax? We’ve got you covered.
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How Renting Out a Vacation Property Will Affect Your Taxes
March 26, 2024
Many people who own vacation homes rent them out to earn extra income. Even better, renting them out may provide tax breaks. Here are the rules.
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President Biden’s Proposed Budget Highlights His Tax Agenda
March 22, 2024
President Biden has laid out his proposals for tax law changes in the fiscal year 2025 budget.
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Beware of a Stealth Tax on Social Security Benefits
March 21, 2024
Many retirees are surprised to find out that some of their Social Security benefits are hit with federal income tax. Will you be one of them? Here are the rules.
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